Export Your Data
Download your financial data as CSV files
About Your Exports
- All files are ready to open in Excel or Google Sheets
- Exports contain only your data - never shared with others
- No passwords or sensitive information included
- Files are generated fresh each time you download
All Transactions
Export all your transactions with dates, payees, categories, amounts, and notes.
Includes: Date, Type, Amount, Payee, Account, Category, Notes, Cleared status
Investment Transactions
Export all stock purchases and sales with shares, prices, and dates.
Includes: Date, Ticker, Type, Shares (6 decimals), Price Per Share, Total Value, Account, Notes
Complete Account Backup
Download everything in one ZIP file: transactions, accounts, categories, budgets, and investments.
Includes 5 files: accounts.csv, categories.csv, transactions.csv, budget.csv, investments.csv
💡 Tips for Using Your Exports
- For tax time: Use the Transactions CSV to filter by category in Excel
- For backup: Download the Full Backup ZIP before making major changes
- For analysis: Import CSVs into Excel or Google Sheets for pivot tables and charts
- For migration: Use these files to move to another budgeting app or spreadsheet